Craftwork Capital LLC fees and pricing
Financial planner in Alexandria, Virginia. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated August 3, 2026, Craftwork Capital LLC charges a flat or project fee of $500-$8,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed August 3, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $500-$8,000
“Financial planning and consulting services are typically offered for a fixed fee ranging from $500 to $8,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Craftwork Capital LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fee is negotiable depending on the scope, complexity, needs, and circumstances of the client, as well as the amount of time estimated to complete the requested services.”
- “Clients will be invoiced directly for financial planning fees, which may be paid electronically through a third-party payment provider or by check.”
- “We do not require you to pay fees six or more months in advance and in excess of $500.”
How Craftwork Capital LLC’s fees compare
- Its flat or project fee of $500-$8,000 spans the Virginia median of $4,250. 50% of the 168 other Virginia planners that publish a flat or project fee charge less.
- 7 of the 14 other planners in Alexandria that publish a flat or project fee charge less.
About Craftwork Capital LLC
“We offer financial planning, which includes a variety of services, mainly advisory in nature, regarding the management of financial resources based upon an analysis of the client’s individual needs, predefined objectives, risk tolerance, time horizon, financial horizon, financial information, liquidity needs, and…”
- Firm size: 3 employees.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2021 (5 years).
Planning areas mentioned in the brochure
- Retirement planning
- Equity compensation
- Insurance analysis
- Cash flow and budgeting
- Charitable giving
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 2% a year
- Clients
- 163
- Employees
- 3
- Works with
- Individuals, high net worth individuals, charities, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and selecting other advisers
- Assets managed
- $102,090,479
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 311626
- Phone
- (703) 596-5575
Can advise clients in 9 states: California, District of Columbia, Florida, Illinois, Maryland, North Carolina, New York, Pennsylvania, Virginia
Other planners in Alexandria that publish fees
- 8TH Street Investments, LLCAlexandria$250-$500/hr, $2,000-$7,000
- American Executive Advisors, LLCAlexandria$250/hr, $500-$10,000
- Core Fiduciary AdvisorsAlexandria$250/hr, $350
- D'agaro Financial Advisory LLCAlexandria$225/hr, $1,500-$2,250
- Fischer Wealth Advisors, LLCAlexandria$150/hr, $800
- FNJ 3, LLCAlexandria$350/hr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.